Volunteer Opportunities

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CFA Institute Volunteering

Give back to the profession, network with other members, refine your skills, and, in many cases, earn Professional Learning credits. 

Browse current CFA Institute volunteer opportunities

CFA Society Philadelphia Volunteering

Each year, over 100 individuals volunteer for CFAP in a wide variety of ways. One of the best ways to optimize your membership with CFAP is to get involved in a Special Interest Group or committee. 

Volunteering heightens your visibility and puts you in direct contact with other professionals in the industry. Whether you are a university student, CFA Candidate, or CFA Charterholder, there are casual, enjoyable ways to get involved in CFAP and to meet other members.

CFAP’s Special Interest Groups serve to provide an outlet for members to participate in smaller groups that focus on specific areas of interest.

Current Special Interest Groups include:

CFAP Central PA

Sustainable Investing

Women’s Leadership Initiative

Inve$t in Her Future

Emerging Leaders Group

Interested in starting a CFAP Special Interest Group?  E-mail [email protected] to tell us about your idea!

The following committees regularly accept volunteers:

•Membership Committee;

•Programs Committee;

•Outreach (University, Candidate, Community);

Volunteer Opportunities

The Membership Committee is responsible for: (a) overseeing the process of membership, (b) presenting new Members to the Board for approval, and (c) ensuring that all membership requirements have been met.

The Outreach Committee is responsible for establishing mutually beneficial relationships with the Corporation’s various stakeholder groups, including, but not limited to, corporations, academic institutions, and community organizations.

The Programs Committee is responsible for creating and hosting the ongoing educational, professional development and social programs of the Society.

The Education Committee is responsible for developing exam preparation offerings to CFA Candidates.

Inve$t in Her Future. Inve$t in Her Future is an initiative that aims to educate, inspire, and inform the next generation of women about careers in finance. Volunteers are needed to serve as liaisons to help plan on-site events at local universities, serve on and/or moderate panels, participate as a mentor in the Inve$t in Her Future Mentorship program, and other ad-hoc opportunities.

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytical, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst.  CFAP is the area’s local host for the competition.  Volunteers are needed each year to mentor students, and to participate in the competition’s grading process.

For more information on how to get involved as a volunteer, email [email protected].